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Financial Services Representative, College Graduate - Cambridge, MA

$45k - $75k

HTU

Your Role Here’s what you will be doing: Support Fidelity customers by answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades. Work remotely 4 days a week and 1 day on-site during onboarding, transitioning to fully on-site in the Investor Center after onboarding. Obtain FINRA licenses including SIE, Series 7 Top Off, and Series 66, with Fidelity sponsoring all licensing costs and providing paid study time, coaching, and structured plans. Develop skills by supporting customers with increasing complexity and participate in weekly development, networking, and training sessions. Join the wealth management development track to build advanced skills for a career in financial planning and advice. About You The company is looking for candidates with: High energy and enthusiasm with a passion for helping people. Flexibility and self-motivation. Experience in customer service, either phone or in-person, and ability to thrive in a fast-paced, face-to-face client environment. Eagerness to learn and build a profession in financial services. Ability to deliver an outstanding customer experience. Strong interpersonal skills, attention to detail, and ability to multitask. Coachability, collaboration, and curiosity. Compensation & Benefits Base salary range of $45,000 to $75,000 per year, varying by responsibilities, location, and experience. Potential eligibility for bonus or other variable compensation. Comprehensive health care coverage and emotional well-being support. Market-leading retirement plans. Generous paid time off and parental leave. Charitable giving employee match program. Educational assistance including student loan repayment, tuition reimbursement, and learning resources. Training & Development Fidelity provides paid training and coaching to help you obtain FINRA licenses and develop skills needed to support customers effectively. Weekly dedicated time is allocated for development, networking, and training. Career coaching is available to help you understand career opportunities and plan a personalized growth path. Career Progression After completing onboarding and licensing, you will transition to a fully on-site Investor Center role with opportunities to build advanced skills in wealth management and financial planning, positioning you for future promotions and career growth within Fidelity. #J-18808-Ljbffr HTU

Vacancy posted 4 days ago
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